Number of Shares
12,362.00
Current Holdings Value*
$6.56 Mil
% of Portfolio
2.7%
Total Estimate Gain
$948,494.85
% of Total Estimate Gain
18.42%

FULLCIRCLE WEALTH LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, FULLCIRCLE WEALTH LLC held 12,362.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $6.56 Mil. This investment constitutes 2.7% of their stock portfolio, and FULLCIRCLE WEALTH LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2024Q2. And since then FULLCIRCLE WEALTH LLC has made 2 purchases of BRK.B, at an average price of $409.22, for a total of 12,585.00 shares. In addition, there have been 1 sales at an average price of $461.80 for 223.00 shares. Based on historical transaction data and BRK.B's current price of $485.00, FULLCIRCLE WEALTH LLC's estimated gain on his BRK.B holdings is $948,494.85, reflecting a 18.42% gain to date.

FULLCIRCLE WEALTH LLC BRK.B ($485.00) Holding Chart

FULLCIRCLE WEALTH LLC BRK.B ($485.00) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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